Sales receipts

When I create a Sales Receipt in QBO and choose "check" for payment, the ACH option comes up. I click the customer's bank account that has already been entered. I finish all items purchased, save and send. My question is, am I actually charging them at this point via ACH? I have done ACH payments through invoices and the money is showing up in my bank account, but with just a Sales Receipt, the money is not being deposited.

Sales receipts

You create a sales receipt, and this can record a sale and a payment at the same time, since the sales receipt is created to give your customers details of the items they have purchased, or it will record the payment you have received, if you need to reflet the account you deposit this payment you should choose the corresponding bank account where the payment you have received was deposit to, if you are trying to charge them, you should be sending them an invoice instead, in which you may select to allow them the payment via ACH. In a sales receipt you are given the option to select method of paymen to record the method your client used to pay you for that receipt, it does not mean you chose the method of payment you want to be paid with. I hope this helps.

Sales receipts

You create a sales receipt, and this can record a sale and a payment at the same time, since the sales receipt is created to give your customers details of the items they have purchased, or it will record the payment you have received, if you need to reflet the account you deposit this payment you should choose the corresponding bank account where the payment you have received was deposit to, if you are trying to charge them, you should be sending them an invoice instead, in which you may select to allow them the payment via ACH. In a sales receipt you are given the option to select method of paymen to record the method your client used to pay you for that receipt, it does not mean you chose the method of payment you want to be paid with. I hope this helps.

Sales receipts

To clarify, are you trying to match these them to the sales receipt (lump sum) and make them reflect on the right account? At this time, you can match multiple QBO transactions to one downloaded transaction, but not the other way around.

That said, you may need to delete the lump sum transaction and recreate the individual Cash and Credit Card transactions if you need to match them. However, if it's not necessary to match them, then you could exclude the downloaded transactions.

Here's how you can do it:

Click Banking in the left navigation menu.

In the For Review tab, select all the transactions that need to be excluded.

After selecting all of them, select ExcludeSelected from the Batch actions drop-down menu.

For additional insight regarding these processes, I recommend following these helpful articles:

That should get you going in the right direction. Keep in touch if you need more help with your transactions, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business the best.